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Franklin India Focused Equity Fund - Growth Plan

(Erstwhile Franklin India High Growth Companies Fund - Growth Plan)

Category: Equity: Focused
Launch Date: 05-07-2007
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.83% As on (31-12-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 7,318.79 Cr As on (31-01-2021)
Turn over: 42.48
NAV as on 08-03-2021

54.7157

0.33 (0.6026%)

CAGR Since Inception

13.28%

NIFTY 500 TRI 16.75%

PERFORMANCE of Franklin India Focused Equity Fund - Growth Plan

Scheme Performance (%) Data as on - 08-03-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Focused Equity Fund - Growth Plan 44.61 12.58 16.02 16.28 13.28
NIFTY 500 TRI 38.52 12.52 16.67 12.46 16.75
Equity: Focused 33.98 11.97 15.88 12.8 16.42

Yearly Performance (%)

Fund Managers

Mayank Bukrediwala

Investment Objective

The fund seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. It will focus on companies offering the best trade-off between growth, risk and valuation. The fund managers will follow an active investment strategy and will be focusing on rapid growth companies which will be selected based on growth, measures such as Enterprise value, growth rate, price/earnings/growth, forwardprice/sales, and discounted EPS.

RETURNS CALCULATOR for Franklin India Focused Equity Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Franklin India Focused Equity Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Focused Equity Fund - Growth Plan 15.11 0.51 1.96 0.98 - -
Equity: Focused - - - - - -

PEER COMPARISION of Franklin India Focused Equity Fund - Growth Plan

Period
Data as on - 08-03-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Focused Equity Fund - Growth Plan 05-07-2007 44.61 18.36 12.58 16.02 16.28
Nippon India Focused Equity Fund -Growth Plan -Growth Option 05-12-2006 52.57 21.24 12.82 17.63 16.58
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 49.67 18.2 12.71 14.63 11.64
Quant Focused Fund - Growth Option 01-08-2008 47.02 20.08 11.06 14.58 15.79
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 46.01 0.0 0.0 0.0 0.0
Union Focused Fund - Regular Plan - Growth Option 05-08-2019 39.94 0.0 0.0 0.0 0.0
Tata Focused Equity Fund-Regular Plan-Growth 05-12-2019 35.63 0.0 0.0 0.0 0.0
HDFC Focused 30 Fund - GROWTH 05-09-2004 35.46 10.87 4.75 11.92 8.99
Principal Focused Multicap Fund-Growth Option 11-11-2005 35.42 21.99 15.69 16.82 12.71
IIFL Focused Equity Fund -Regular Plan - Growth 30-10-2014 35.37 28.11 20.62 20.21 0.0

PORTFOLIO ANALYSIS of Franklin India Focused Equity Fund - Growth Plan

Asset Allocation (%)